How do I create a collection?

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How do I create a collection?

Creating a new collection is easy and you can do it in a few different ways. Follow the steps below:

  1. Via the quick access:
    • Click on the plus button in the bottom left corner of the quick access menu.
    • Enter a name for the collection and click on Save.
  2. With the right mouse button:
    • In the collection view, right-click the name of a collection.
    • Select New Collection to create a new collection under the selected collection.
  3. From the search results:
    • Right-click on an individual or selected records in the search results.
    • Select Selection in collection to create a new collection at the top level and add the selected records to it.

Hint: You can also arrange collections hierarchically by dragging one collection on top of another to move it under another collection.

If you have more questions or need help, please contact our support team.

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